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NetX360® Mobile
4+

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Description

In today’s marketplace, it is critical that you stay connected. NetX360® Mobile enables you to conduct critical business operations while you're on the move—wherever you are. It helps you stay on top of the latest market developments and updates and provide access to essential activities that support your business.

You have a virtual office at your fingertips. With a few simple clicks, you can take a look into your practice through the NetX360 Mobile dashboard, and gain insight into what’s happening in the market and with your clients’ accounts. You can: •Remain productive out of the office by accessing your clients’ account profile, balances, holdings and activity•View the balances, holdings, activity, market value, money funds, equity and cash available for any accounts and households •Find your clients’ contact information, view their address and reach out to them•Stay on top of market shifts by absorbing real-time information and access to your “watch lists”•Be notified of time-sensitive needs via alerts and notifications•Trade equities, ETFs and mutual funds •Surface opportunities by viewing unrealized gains and losses and available funds for investing•Review top balances by market value, net worth and funds due across your book of business•Access your commission summary

From your iPad, you can also access:•Access account statements, quarterly performance reports and other documentsAnytime, anywhere—that is the power of mobility. That is the power of NetX360 Mobile.

FOR AUTHORIZED USERS ONLY

This application can only be activated for use by authorized users from introducing broker-dealers or investment advisory firms which have a current, written agreement with (as applicable) Pershing LLC, or Pershing Advisor Solutions LLC, an affiliate of Pershing LLC, that permits such activation. In addition, to activate this application, your firm must pre-approve you as a user and provide you login credentials.

What's New

Version History

4.29.0

Dec 11, 2017

Some features are only available by entitlement, please speak to your NetX360 Administrator for more detail- Security and Bug Fixes

4.28.1

Nov 2, 2017

Some features are only available by entitlement, please speak to your NetX360 Administrator for more detail- Security and Bug Fixes

4.28.0

Oct 19, 2017

Some features are only available by entitlement, please speak to your NetX360 Administrator for more detail- Security and Bug Fixes

4.27.2

Oct 5, 2017

Some features are only available by entitlement, please speak to your NetX360 Administrator for more detail- Security and Bug Fixes

4.27.1

Sep 25, 2017

Some features are only available by entitlement, please speak to your NetX360 Administrator for more detail

- Security and Bug Fixes

4.27.0

Sep 1, 2017

Some features are only available based on entitlement. Ask your NetX360 Administrator for more information-Transferring funds just got easier with ACH withdrawal now available in the app. -Send investors checks instantly with Mobile Check Request. Physical checks can be mailed to your users with just a few taps.-Various enhancements and security fixes

4.26.0

Aug 1, 2017

Some features are only available based on entitlement. Ask your NetX360 Administrator for more information

-Security and Bugs fixes

4.25.0

Jun 9, 2017

Some features are only available based on entitlement. Ask your NetX360 Administrator for more information-Various enhancements and security fixes

4.24.0

May 2, 2017

Some features are only available based on entitlement. Ask your NetX360 administrator for more information-Users can now search by Symbol on Mutual Fund Exchange-Performance enhancements and security fixes

4.22.0

Feb 10, 2017

Some features are only available based on entitlement. Ask your NetX360 administrator for more information.

-Performance enhancements and security fixes.

4.20.0

Dec 20, 2016

Some features are only available based on entitlement. Ask your NetX360 administrator for more information.

-Salesforce users can now access Salesforce from within the NetX360 app without the need to open the Salesforce app separately on tablets-As part of a regulatory enhancement, users will now see an additional disclosure when placing equity stop order-Bugs and security Fixes

4.18.0

Sep 28, 2016

Some features only available based on entitlement. Ask your NetX360 administrator for more information.

-NetX360 now supports Touch ID Login! Users can now login to NetX360 using their fingerprint.-Users now have the ability to email and print documents-We have added the ability to view status of open work items-We have added some enhancements to information on account, balance, activity, and holdings screens-Bugs and security fixes

4.16.0

4.15.0

Apr 29, 2016

· Improved validation of account status when depositing checks· Added one touch entry of date and time stamp in Trading· Removed the Order Receipt Mode in Trading· Removed Good Till Week in Trading· Updated Terms and Conditions

4.14.0

Apr 4, 2016

- Take a picture of documents and upload to Albridge's Document Management System

4.13.0

Feb 12, 2016

- E-Document Suite and Imaged Documents can now be viewed from the iPhone which includes Statements, Tax Documents, Distribution Form, LOAs and others- Redtail users can now view the CRM without leaving the app (iPad only)- Minor improvements and bug fixes

4.12.0

4.11.0.12

Nov 25, 2015

- minor improvements and bug fixes

4.10.1.1

Oct 21, 2015

- Minor improvements and bug fixes

4.10.0

Sep 3, 2015

- Changes to make app IOS 9 compatible

4.9.1

Aug 27, 2015

- Improvements to the iPhone trading screen- A duplicate check warning will appear when trying to submit the same check twice- Recently viewed accounts will appear across platforms when logging in with same user id.- Estimated Values when selling a security is now properly calculated.- Split check into the same account for multiple reasons is now available- Other misc. fixes

4.9.0

Jul 24, 2015

- In the Contact List, it now displays associated households of which an account is a part.- Minor fixes

4.8.0

May 21, 2015

- Minor Fixes- Displaying real time holdings that have zero positions with memo.- Allow sorting and filter in My Practice > Balances- Redesigned the iPhone trading screen.- Now displaying unrealized, realized gains and projected cash flow at household level.- Mobile Check: Will be able to split check between accounts.

Dec 11, 2017

Version 4.29.0

Some features are only available by entitlement, please speak to your NetX360 Administrator for more detail- Security and Bug Fixes

Customer Reviews

Wish this was better

Sep 28, 2016

Shane_AAA

Limited functionality. New version says touch ID enabled. I went through all the settings logged in and out and I don't see any Touch ID.

Wish this was better

Sep 28, 2016

Shane_AAA

Limited functionality. New version says touch ID enabled. I went through all the settings logged in and out and I don't see any Touch ID.

Functional

May 13, 2014

Tommy In CA

Lots more capabilities in the new version. We'll done!

Functional

May 13, 2014

Tommy In CA

Lots more capabilities in the new version. We'll done!

Want to like.

Jul 18, 2017

D5196

Called tech support and after a restart on my phone he suggested deleting app and then try it again. It worked!!! Now every time I want to sign in I delete app and re-download. Hard to like.

Want to like.

Jul 18, 2017

D5196

Called tech support and after a restart on my phone he suggested deleting app and then try it again. It worked!!! Now every time I want to sign in I delete app and re-download. Hard to like.